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Financial Advisor

2 weeks ago

Janakpuri Delhi Delhi, India Red Earth Education and Migration Agents Full time

**Main Responsibilities:

- **
- Set up client files and add client data to the financial planning software.
- Prepare forms, documents, and templates.
- Type up client questionnaires & portfolio reports.
- Download and collate documents and other research.
- Update and maintain client database.
- Managing database in CRM system.
- Client-facing tasks that require providing quality service to our clients through direct meetings. via zoom, online messages, or phone conversations.
- Responding to client queries in a timely and professional manner.

**Additional Tasks:

- **
- Prepare product comparison reports.
- Prepare insurance premium estimates and quotes using specific software.
- Phoning clients & establishing good work relationships.

Pay: ₹20,000.00 - ₹35,000.00 per month

Schedule:

- Day shift

**Education**:

- Higher Secondary(12th Pass) (preferred)

**Experience**:

- relevant: 1 year (required)

Work Location: In person